Estate Planning: Understanding the Basics

This is a past event.

Implementing a plan is always more complex than it seems and it takes time to make sure all affairs are in order. Join us virtually for Estate Planning: Understanding the Basics

During this webinar, Nancy Ball will provide a basic overview of all core estate planning documents and a few strategies to consider when implementing a plan. This presentation will cover questions such as:

  • What is a will and why do I need one?
  • What other estate planning documents do I need?
  • How best can I include a charity/charities in my plan?
  • How do good estate plans get turned upside down?
  • My loved one is incapacitated, now what?
  • What are the options for leaving assets to my children and other beneficiaries?

Dial-In Information

Access link will be included in a confirmation email.

Tuesday, August 30, 2022 at 12:00pm to 1:00pm

Virtual Event
Event Type

Lectures & Presentations, Workshop/Educational



Target Audience

Alumni & Donors, Faculty & Staff, General Public



Free (registration required)

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UAB is an Equal Opportunity/Affirmative Action Employer committed to fostering a diverse, equitable and family-friendly environment in which all faculty and staff can excel and achieve work/life balance irrespective of race, national origin, age, genetic or family medical history, gender, faith, gender identity and expression as well as sexual orientation. UAB also encourages applications from individuals with disabilities and veterans.